Set a Price Limit for a Job

Strata managers can set a price limit on Work Requests for their Plans.

Default price limits can be set by going to the Building Settings page or unique price limits can be set per Job for a New Job.

Service Providers can view the price limit on the Jobs page. If a Service Provider thinks that the estimated Invoice total will exceed the set price limit, they will be prompted to submit a Quote for approval before starting work.

Contents

• Default Price Limits
• Unique Price Limits
• Authorised and Work Order Cost Limits

Default Price Limits

1. Navigate to the Building Settings page. 

Building Page

Go to the Buildings page (Buildings Icon ). Use the Search Bar to search for the Building.

Click the Plan Number to go to the Building Settings page.

Work Summary Page

Go to the Jobs page (Wrench Icon ). Use the Search Bar to search for the Job.

Click the Plan Number to go to the Work Summary page or, click the three dots on the right of the row of the Job then select 'View Building page'.

2. Click the 'Price Limit' tab

3. Enter the amount in the Price Limit box

4. Add Notes 
5. Click 'Save'

Once a price limit is set on the Building Settings page, it automatically applies to all Work Requests that the Organisation sends out. 

Unique Price Limits

1. Go to the Jobs page (Wrench Icon ).

2. Click 'New Job'

3. Complete the New Job form

4. Select 'Work Request'

Note: The price limit is only visible on Work Requests. If a Quote is sent that exceeds the price limit, it can be rejected by the Strata Manager of the Job.

5. Enter an amount in the Price Limit box. 

6. Click the check box 'Share with Service Provider' before submitting the request if the price limit must be visible to the Service Provider.

7. Select the time frame and assign a Service Provider to the Job

Authorised and Work Order Cost Limits

The Authorised Cost Limit and Work Order Cost Limit values are displayed on the Add Trade page for the Strata Manager's reference. These values are set in Strata Master and cannot be edited in the Portal. 

Pop-up warnings will appear if the price limit entered is greater than either the Work Order Cost Limit or the Authorised Cost Limit. 

Strata Managers should contact us with any further questions regarding this process.